Legacy Financial Strategies, Inc.

How to Avoid Probate In this post we are going to discuss how to avoid probate? How many people out there listening have wills out there? If you don’t have a will the state will provide one for you. Now, we work with a team of lawyers. I’m not a lawyer but I am a [...]

How to Protect your Assets In this post we are going to discuss: How to protect your assets from catastrophic illness and Medicaid spend down. We work with pre-retirees and retirees. We work with pre-crisis and crisis planning. Pre-crisis is before you need In-home care or assisted living care, adult day or nursing home. Now, [...]

47 Secret Veteran’s Benefits In this post we are going to talk about a unique way of protecting your assets from catastrophic illness. This has to do with crisis planning. We also handle pre-crisis planning and we work for pre-retirees and retirees. Look folks, if you are a veteran out there, or if you know [...]

Income Planning for your Retirement My name is Sheri Marini. I’m from Legacy Financial Strategies. I am a certified Estate Planner and a registered Investment Adviser Representative. Legacy Financial Strategies is a firm that works with people who are retired or about to be retired, so people primarily 60 and older but we do have [...]

Financial Planning Strategies: Power of Annual Reset Legacy Financial Strategy is a registered investment advisory firm.  In this post we are going to talk about the Power Annual Reset.  We’re talking about green money, money that you cannot afford to lose.  In future posts, we’ll talk about red money, money at risk.  But in this [...]